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Intuitive Surgical
ISRG

Overview Fund Activity

1,933 hedge funds and large institutions have $145B invested in Intuitive Surgical in 2024 Q3 according to their latest regulatory filings, with 221 funds opening new positions, 756 increasing their positions, 642 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,933
Holders Change
+129
Holders Change %
+7.15%
% of All Funds
27.96%
Holding in Top 10
69
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.82%
% of All Funds
1%
New
221
Increased
756
Reduced
642
Closed
70
Calls
$1.29B
Puts
$1.47B
Net Calls
-$172M
Net Calls Change
-$245M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$559M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$529M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$412M
4
GQG Partners
GQG Partners
Florida
+$395M
5
WSFS
Wilmington Savings Fund Society
Delaware
+$271M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
-$1.19B
2
Millennium Management
Millennium Management
New York
-$647M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$612M
4
Edgewood Management
Edgewood Management
Connecticut
-$461M
5
Jennison Associates
Jennison Associates
New York
-$389M
Name Holding Trade Value Shares
Change 		Shares
Change %
BIP
526
Bouvel Investment Partners
Pennsylvania
$6.85M +$32.9K +67 +0.5%
EWA
527
EP Wealth Advisors
California
$6.85M -$418K -850 -6%
RWM
528
Rench Wealth Management
Texas
$6.83M +$436K +887 +7%
AFA
529
Arlington Financial Advisors
California
$6.83M -$93.8K -191 -1%
SCM
530
Sandler Capital Management
New York
$6.8M -$2.06M -4,203 -23%
PF
531
Phoenix Financial
Israel
$6.76M -$1.46M -2,961 -18%
WS
532
Wedbush Securities
California
$6.73M -$591K -1,204 -8%
BEI
533
Benjamin Edwards Inc
Missouri
$6.72M +$4.02M +8,176 +149%
BST
534
Bath Savings Trust
Maine
$6.69M -$39.3K -80 -0.6%
FLII
535
First Long Island Investors
New York
$6.68M – – –
FTDI
536
First Trust Direct Indexing
Massachusetts
$6.62M +$524K +1,066 +9%
TRCT
537
Tower Research Capital (TRC)
New York
$6.56M -$14.6M -29,637 -69%
CGIM
538
Capital Group Investment Management
Singapore
$6.54M +$65.3K +133 +1%
AWA
539
Arkadios Wealth Advisors
Georgia
$6.54M +$5.78M +11,763 +763%
CL
540
Choreo LLC
Illinois
$6.51M +$135K +279 +2%
M
541
Mirova
France
$6.49M -$347K -706 -5%
DADC
542
D.A. Davidson & Co
Montana
$6.43M +$210K +428 +3%
PGFC
543
Peapack-Gladstone Financial Corp
New Jersey
$6.43M +$82K +167 +1%
RBA
544
Richard Bernstein Advisors
New York
$6.39M – – –
SSB
545
Sandy Spring Bank
Maryland
$6.36M +$118K +240 +2%
NIP
546
Nicholas Investment Partners
California
$6.35M +$1.8M +3,669 +40%
FNT
547
First National Trust
Pennsylvania
$6.35M +$96.8K +197 +2%
AHB
548
Abner Herrman & Brock
New Jersey
$6.34M – – –
A
549
AustralianSuper
Australia
$6.33M +$560K +1,140 +10%
SPG
550
Strategic Planning Group
Utah
$6.32M +$274K +557 +5%
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